ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Treading Water"
Episode Synopsis
The big things you need to know: First, there was very little change last week in the stats we monitor to track reporting season, aside from the continued drift lower in the bottom-up consensus 2025 S&P 500 EPS forecast to a little below $271. Second, uncertainty, policy, tariffs, and FX remained in focus in last week’s earnings calls. Third, we continued to find evidence of weakening vibes in the latest updates from the AAII investor survey, the NFIB Small Business sentiment survey update, and EPFR funds flows.
More episodes of the podcast RBC's Markets in Motion
Thoughts On Week 1 of Reporting Season
21/10/2025
The Hunt For Red October
13/10/2025
3Q25 RBC Analyst Outlook Survey Results
09/10/2025
Conversations in the US
06/10/2025
Conversations in London
29/09/2025
Very Early Thoughts on 2026
15/09/2025
Additional Uncertainty
09/09/2025
Wrapping Up The Summer, Tariff Thoughts
02/09/2025
In God we trust